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iShares Fallen Angels USD Bond ETF

277 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
276
AmeriFlex Group
Nevada
$657 +$27 +1 +4%
DFA
277
DHJJ Financial Advisors
Illinois
$268
RWS
278
Retirement Wealth Solutions
Wisconsin
$125
T
279
Transce3nd
Texas
$107 -$3.26K -121 -97%
SFA
280
Semmax Financial Advisors
North Carolina
$13
SWP
281
Stratos Wealth Partners
Ohio
-$6.15M -230,279 Closed
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
-$5.08M -190,350 Closed
IAA
283
Independent Advisor Alliance
North Carolina
-$4.28M -160,081 Closed
WI
284
WBI Investments
New Jersey
-$1.91M -71,527 Closed
AAMC
285
Asset Allocation & Management Company
Illinois
-$1.29M -48,200 Closed
SF
286
Symphony Financial
Texas
-$738K -27,290 Closed
CFGS
287
Concourse Financial Group Securities
Alabama
-$573K -21,221 Closed
FAIM
288
Financial Advocates Investment Management
Washington
-$345K -12,923 Closed
CW
289
CreativeOne Wealth
Kansas
-$309K -11,580 Closed
AF
290
Aldebaran Financial
-$239K -8,951 Closed
AWA
291
Arkadios Wealth Advisors
Georgia
-$207K -7,751 Closed
TF
292
Tompkins Financial
New York
-$25.4K -950 Closed
NP
293
NorthRock Partners
Minnesota
-$8.07K -302 Closed
PCWA
294
Pacific Capital Wealth Advisors
California
-$3.01K -113 Closed
TAM
295
Tucker Asset Management
Colorado
-$1.55K -58 Closed
VWM
296
Venturi Wealth Management
Texas
-$1.31K -49 Closed
NMG
297
New Millennium Group
Utah
-$881 -33 Closed
CAL
298
Capital Analysts LLC
Pennsylvania
-$1K -32 Closed
EPW
299
Endeavor Private Wealth
Kansas
-$71 -3 Closed
SAM
300
Synergy Asset Management
Washington
-$18 -1 Closed